黄金牛市远未结束? 纽曼矿业(NEM.US)、Northern Star Resources和Evolution Mining是澳大利亚主要的黄金生产商。澳大利亚矿业与勘探公司协会首席执行官沃伦·皮尔斯 (Warren Pearce)在一份声明中表示："黄金已证明自身在维持勘探商兴趣方面表现卓越且韧性十足，近期金价高企和全球市场持续不确定性显然对此 形成了支撑。" 金价在近日迎来反弹，部分原因是对美联储降息预期的重新升温。截至发稿，黄金现货涨0.54%，报4253.68美元/盎司。 智通财经APP获悉，随着今年金价飙升至历史新高，澳大利亚矿业公司正在加大勘探力度，以寻找新的黄金矿藏。根据澳大利亚统计局的数据，在截 至9月的三个月内，澳大利亚矿企在勘探上合计投入了4.315亿澳元(约合2.38亿美元)，这是自1994年有统计以来的最高季度勘探支出。 今年以来，从散户投资者到对冲基金，各类投资者纷纷转向黄金这一传统上被视为动荡时期避险资产的大宗商品，将其作为抵御通胀风险、地缘政 治裂痕和美元贬值的保护性对冲工具。全球各国央行也纷纷涌入黄金市场，被其高流动性、无违约风险以及作为储备资产的大致中立地位所吸引。 在多重 ...

公司对遇难者和英勇殉职的消防员致以沉痛哀悼，对所有受灾人士致以诚挚慰问，对救援的医护团队致 以崇高敬意，并衷心祈愿所有伤者早日康復，受灾人士早日渡过难关。作为一家矿业企业，经营发展依 赖宝贵的自然资源，我们始终坚持以人为本，推动可持续发展的重任。 智通财经APP讯，万国黄金集团(03939)发布公告，2025年11月26日，香港新界大埔区宏福苑发生五级大 火，造成重大人员伤亡，引发社会广泛关注，牵动着全国以及海外人民的心。作为回应，万国黄金集团 有限公司迅速启动紧急援助机制，将捐助善款700万港元，以支援受灾家庭的应急生活所需及社区重 建，以实际行动履行企业的社会责任。 ...

Core Insights - The Hong Kong stock market's gold and precious metals sector experienced significant gains, with China Silver Group rising over 11% and other companies like Lingbao Gold and Zijin Mining also seeing substantial increases [1][2] - The rise in gold and silver prices is attributed to potential interest rate cuts by the Federal Reserve, with spot gold surpassing $4,250 per ounce and spot silver breaking $57, marking a nearly doubled increase year-to-date [1] Company Performance - China Silver Group: Increased by 11.27%, latest price at $0.790, market cap at 2.334 billion, year-to-date increase of 234.75% [2] - Lingbao Gold: Increased by 6.96%, latest price at $17.520, market cap at 22.548 billion, year-to-date increase of 562.85% [2] - Zijin Mining: Increased by 6.51%, latest price at $32.700, market cap at 869.086 billion, year-to-date increase of 140.52% [2] - Zhaojin Mining: Increased by 6.33%, latest price at $30.900, market cap at 109.46 billion, year-to-date increase of 183.34% [2] - Long Resources: Increased by 4.75%, latest price at $7.060, market cap at 1.339 billion, year-to-date increase of 358.44% [2] - Shandong Gold: Increased by 4.51%, latest price at $36.140, market cap at 166.603 billion, year-to-date increase of 196.06% [2] - Other notable performers include Zijin Gold International, Chifeng Jilong Gold Mining, and Qomolangma Gold, all showing positive year-to-date performance [2]

【环球网财经综合报道】据美国消费者新闻与商业频道（CNBC）报道，高盛的一项调查发现，36%的受访投资者客户认为黄金将在2026年底达 到5000美元/盎司。 高盛在其Marquee平台上对900多名机构投资者客户进行的一项调查显示，占比最大（36%）的一组受访者预计黄金将保持涨势，并在2026年年底 前突破每盎司5000美元。另有33%的受访者预计，黄金价格将升至每盎司4500美元至5000美元之间。 高盛表示，超过70%的机构投资者认为2026年黄金价格会上涨。相比之下，在受访者中，只有略高于5%的人认为，未来12个月黄金价格将回落至 每盎司3500美元至4000美元之间。 今年以来，黄金价格已上涨58.6%，并于10月8日首次突破每盎司4000美元。近期受美联储降息预期提振，11月28日黄金价格升至两周高位，现货 黄金价格上涨0.45%，至每盎司4175.50美元。黄金期货价格上涨0.53%，至每盎司4187.40美元。 全球各国央行也纷纷涌入黄金市场，它们被黄金的高流动性、无违约风险以及作为储备资产大致中立的地位所吸引。 Blue Line Futures首席市场策略师Phil Streible表示， ...

英特尔大涨超10%。 周五（11月28日），美国股市三大指数连续第五个交易日上涨。 截至收盘，道琼斯工业指数涨0.61%，报47716.42点；标普500指数涨0.54%，报6849.09点；纳斯达克综合指数涨 0.65%，报23365.69点。本周，道琼斯工业指数涨3.18%，标普500指数涨3.73%，纳斯达克综合指数涨4.91%。11月， 道琼斯工业指数涨0.32%，标普500指数涨0.13%，纳斯达克综合指数跌1.51%。 美股上市的大型科技股多数上涨，脸书涨超2%，亚马逊、微软涨超1%，特斯拉、苹果、谷歌小幅上涨；英伟达跌逾 1%。 芯片股普遍上涨，费城半导体指数涨1.82%，英特尔涨超10%，美光科技、ARM涨超2%，阿斯麦、超威半导体、高通 等涨超1%。 英特尔创9月18日以来最大单日涨幅。据媒体报道称，知名苹果分析师表示，预计英特尔将开始出货苹果公司最低端的 M系列处理器，最早可能在2027年开始。 黄金股表现强劲，泛美白银涨超7%，科尔黛伦矿业涨逾6%，美国黄金涨超5%，金罗斯黄金、埃尔拉多黄金涨超2%。 美国股市的反弹主要始于上周五，当时纽约联储主席、美联储联邦公开市场委员会（FOMC）副 ...

Group 1 - The "Northeast Zhai Gold Mine Exploration" project in Songpan County, Sichuan Province has passed the evaluation by the Sichuan Mineral Resources Reserve Evaluation Center, revealing an additional gold resource of 28.24 tons, bringing the total confirmed gold resources to 81.06 tons, classifying it as a super-large gold mine with an average gold grade of 3.75 grams per ton [1][2] - The estimated value of the confirmed gold resources at the Northeast Zhai Gold Mine exceeds 76 billion RMB, based on the current spot gold price of approximately 940 RMB per gram [1] - The Northeast Zhai Gold Mine is located 17 kilometers north of Songpan County and is part of the Bayan Har fold belt, characterized as a low-temperature hydrothermal micro-disseminated gold deposit [2][3] Group 2 - The exploration rights for the Northeast Zhai Gold Mine are held by Songpan County Zijin Industry and Trade Co., Ltd., covering an area of 4.8605 square kilometers, with a validity period from August 9, 2023, to August 9, 2028 [3] - Songpan County Zijin Industry and Trade Co., Ltd. was established in 2005 with a registered capital of 180 million RMB, with significant shareholding from various companies including Zijin Mining Group [4][6] - Zijin Mining Group is a large multinational mining group engaged in the exploration and development of metal mineral resources, listed on both Shanghai A-shares and Hong Kong H-shares [6][8] Group 3 - The Sichuan Provincial Geological and Mineral Exploration and Development Bureau, as the actual controller of the project, has committed to prioritizing the legal transfer of exploration rights to Sichuan Gold when the Northeast Zhai Gold Mine is deemed viable for mining [8][10] - Sichuan Gold, which is the potential asset injection target, has significant resource reserves, including the Sholuogou Gold Mine, which has a confirmed gold metal amount of 28,130 kilograms [10][11] - The completion of the exploration to eventual asset injection into Sichuan Gold will require a series of complex processes, including technical and economic evaluations and mining rights applications [10]

根据央视报道，11月26日，四川省自然资源厅宣布"松潘县东北寨金矿床勘探"项目通过评审，累计查明金资源量 达81.06吨，平均品位3.75克/吨，成为四川迄今最大金矿。 如果以现货黄金金价估算，东北寨金矿估值高达760亿元。 备受关注的是，"矿茅"紫金矿业（601899.SH，02899.HK）已经提前入股，持股23.8%，成为东北寨金矿的主要股 东之一。 长江商报消息●长江商报记者 沈右荣 760亿元估值！四川发现一座特大型金矿，引发业内、市场高度关注。 无论是资产规模、矿产储备，还是盈利能力，紫金矿业均在全球行业中排名靠前。紫金矿业官网显示，在以营 收、利润、资产和市值多维度指标综合排名的《福布斯》2025全球上市企业2000强榜单中，紫金矿业位居全球上 榜黄金企业第一位。 2025年前三季度，紫金矿业实现营业收入2542亿元，同比增长超10%；归母净利润378.64亿元，同比增长 55.45%。 截至2025年11月27日收盘，紫金矿业市值达7600亿元。 是四川最大金矿主要股东 四川发现了最大金矿，紫金矿业也"有份"。 11月26日，四川省自然资源厅宣布"松潘县东北寨金矿床勘探"项目通过评审，累计查明 ...

Core Viewpoint - The exploration project of the Dongbeizhai gold mine in Songpan County, Sichuan Province, has been approved, revealing significant gold resources and positioning it as the largest gold mine in Sichuan to date [1]. Group 1: Project Details - The Dongbeizhai gold mine has an additional gold resource of 28.24 tons, bringing the total confirmed gold resource to 81.06 tons, classifying it as a super-large mine [1]. - The average gold grade of the mine is 3.75 grams per ton, with an estimated total resource value exceeding 76 billion RMB (approximately 11.5 billion USD) based on current gold prices [1]. - The exploration area covers 4.8605 square kilometers, and the exploration rights are held by Songpan County Zijin Industry and Trade Co., Ltd., with a validity period from August 9, 2023, to August 9, 2028 [1][2]. Group 2: Company Background - Songpan County Zijin Industry and Trade Co., Ltd. was established in 2005 with a registered capital of 180 million RMB [2][3]. - The company has multiple shareholders, including Aba State Guoxin Mineral Resources Development Co., Ltd. (30%), Zijin Mining Group Co., Ltd. (23.8%), Yunnan Jingwei Mining Investment Co., Ltd. (23.1%), and the Geological Exploration Team of Sichuan Geological and Mineral Exploration and Development Bureau (23.1%) [2][3]. Group 3: Industry Context - Zijin Mining Group is recognized as the largest company in China in terms of controlling metal mineral resources, with significant reserves of copper (over 1.1 million tons), gold (3,973 tons), and lithium carbonate (1.788 million tons) [4]. - The company ranks first among global gold enterprises in the Forbes 2025 Global 2000 list based on multiple financial metrics [3][4]. - Recent market trends indicate a rise in gold prices, with international gold prices increasing significantly, and domestic gold prices also showing a substantial rise, reflecting a broader bullish sentiment in the gold market [4].

Core Viewpoint - Tan Gold Mining (00621) reported a significant decline in other income and a slight reduction in losses for the six months ending September 30, 2025 [1] Financial Performance - The company recorded other income of HKD 675,000, representing a year-on-year decrease of 41.66% [1] - The loss attributable to owners of the company was HKD 7.378 million, which is a slight decrease of 0.3% compared to the previous year [1] - The loss per share was reported at 0.4 HKD cents [1]

四川找矿又有新突破！11月26日，记者从四川省自然资源厅获悉，"四川省松潘县东北寨金矿床勘探"项 目通过四川省矿产资源储量评审中心评审。结果显示，东北寨金矿本次评审新增金资源量28.24吨，累 计查明金资源量81.06吨，规模达到特大型，矿床金平均品位3.75克/吨，是截至目前四川完成备案的资 源量最大的金矿。 东北寨金矿床矿勘探工作由四川省地质矿产勘查开发局下属第十地质大队承担，该金矿于上世纪70年代 被发现，历经几代四川地质人持续攻坚，累计施工钻探近10万米、坑道4千余米，采集各类样品35000 件，最终实现找矿重大突破。东北寨金矿的区位优势明显，开发利用前景良好，具有显著的经济开发价 值和战略意义。 勘探工作之外，项目同步开展了东北寨金矿成矿作用研究及成矿预测、构造作用与成矿关系研究等多个 专项课题，从构造动力学特征、矿物学特征等多个维度开展研究，进一步总结"东北寨式"微细浸染型金 矿的成矿规律，建立了找矿模型。同时，项目还开展了选矿试验，突破了该矿区高砷高碳金矿石选矿技 术难关，为下步矿床开发利用奠定了基础。 东北寨金矿床的探获改变了全省金矿勘查开发传统格局，为打造川西地区金矿战略基地提供了资源保 障 ...